DFX Intelligence
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Firm absorbed
3 advisors left C•••••••• A••••••• for O•••••••••
institutionaltoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Henry Merrill Orne Young | Atlanta, Ga | Dec 23, 2021 | Apr 8, 2021 |
| Gregory Anthony Fiore | Atlanta, Ga | Dec 31, 2021 | May 14, 2021 |
| Jennifer Woods Pearson | Atlanta, Ga | Dec 31, 2021 | Apr 12, 2021 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Dec 23, 2021 to Dec 31, 2021
- Registered next
- Apr 8, 2021 to May 14, 2021
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape